Skip to main content

Agents

Localization

The documentation provides a description of the interface in Russian.

Agents perform work tasks, are used in shift planning, and are tracked during work monitoring. Agents can be mobile employees (for example, operators and couriers), special vehicles, etc.

Before creating agents, create an agent template or select an agent type from pre-filled templates. A template contains a set of attributes that are specified when creating an agent.

With the Main administrator and Company administrator roles, you can work with agents on the Management → Agents tab:

With the Dispatcher role, you can only view the list of agents and their information. With the Agent group manager role, you can only view agents from your group.

Working with agents

Creating an agent​

Creating an agent

  1. Go to the Management → Agents tab.

  2. Click Add agent.

  3. If you have created multiple agent templates, select one of them.

  4. Specify the agent parameters, which depend on the selected template.

  5. Click Add source and select one of the location source types:

    • Application: select a user who uses the mobile application and will be linked to the agent.
    • EGTS tracker: select a device that will be linked to the agent and used to collect agent location data.

    You can select multiple location sources for one agent, but each source can only be linked to one agent at a time.

    To add a source, click Add source. To delete a source, click Delete icon next to it.

  6. Click Save.

Viewing agent information​

  1. Go to the Management → Agents tab.
  2. Open the agent card. You can use the search by agent name and sorting by agent type (template).

The agent card displays:

  • Identifier: unique identifier specified when creating the agent. The field may have a different name depending on the agent template: for example, Name.

  • Main data: data specified when creating the agent. Depends on the agent template.

  • Location source: sources used to collect agent location data (a mobile application or a tracker).

    • Application: name of the user who uses the mobile application and is linked to the agent.
    • EGTS tracker: name and unique identifier of the device.
    • Signal: current GPS signal status on the agent's location source.
    • Last activity: time the agent was last active. For agents using the mobile application, it is the time of the last login to the mobile application. For agents using a tracker, it is the time when location data was last obtained.
    • View movement history: click to open the agent's current location and movement history on the map.

  • Creation date: date and time the agent was created.

  • Last modified: date and time the agent's information was last updated.

Editing agent information​

You can edit the main data of agents and their location sources.

To edit agent information:

  1. Go to the Management → Agents tab.
  2. In the agent list, click Agent menu icon next to the agent and select Edit.
  3. Apply changes to the agent information.
  4. Click Save.

Duplicating an agent​

  1. Go to the Management → Agents tab.
  2. In the agent list, click Agent menu icon next to the agent and select Duplicate.
  3. (Optional) Specify new agent parameters.
  4. Click Save.

Deleting an agent​

warning

The agent will be removed from shifts. The agent cannot be restored after deletion.

  1. Go to the Management → Agents tab.
  2. In the agent row, click Agent menu icon and select Delete.
  3. Confirm the deletion.